LTFS

Ladenburg Thalmann Financial Services Portfolio holdings

AUM $15.9B
1-Year Est. Return 25.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.52B
AUM Growth
+$850M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,642
New
Increased
Reduced
Closed

Top Buys

1 +$60.7M
2 +$40.4M
3 +$35.6M
4
AAPL icon
Apple
AAPL
+$29.4M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$27.9M

Top Sells

1 +$49.9M
2 +$49.5M
3 +$39.9M
4
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$26.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$24.6M

Sector Composition

1 Financials 5.33%
2 Technology 5.3%
3 Industrials 5.11%
4 Consumer Staples 4.67%
5 Healthcare 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
$6K ﹤0.01%
+270
3702
$6K ﹤0.01%
268
-472
3703
$6K ﹤0.01%
63
+19
3704
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23
+10
3705
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358
3706
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1,000
3707
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+155
3708
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139
+57
3709
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352
+59
3710
$5K ﹤0.01%
113
-43
3711
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700
3712
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200
3713
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1,000
3714
$5K ﹤0.01%
+505
3715
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87
3716
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4
3717
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232
+25
3718
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595
3719
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180
3720
$5K ﹤0.01%
400
+200
3721
$5K ﹤0.01%
367
+219
3722
$5K ﹤0.01%
81
+31
3723
$5K ﹤0.01%
139
+29
3724
$5K ﹤0.01%
378
3725
$5K ﹤0.01%
+217